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Bautis Financial

Bautis Financial

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Philanthropic Planning

Charitable Remainder Trusts

Understanding Charitable Remainder Trusts in Today’s Tax Environment

April 24, 2026 by Bautis Financial

A charitable remainder trust is designed to address multiple goals at once — income, tax efficiency, and philanthropy. In the current environment, it is a strategy worth understanding as part of a broader financial plan.

Read moreUnderstanding Charitable Remainder Trusts in Today’s Tax Environment
Integrating Philanthropy Into Your Financial Plan

Integrating Philanthropy Into Your Financial Plan

November 19, 2025 by Bautis Financial

Make your giving more impactful. This guide explains how to weave philanthropy into your financial plan through strategic vehicles, tax-efficient methods, and intentional family involvement.

Read moreIntegrating Philanthropy Into Your Financial Plan

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8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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  • Schedule a Call
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Podcast
    • Agent of Wealth
  • Client Access
    • Wealth Center
    • Orion

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